Finance & Business Services Webinars (click to view webinar)
- March 6, 2020 Procurement Basics
- April 3, 2020 Procurement Basics II
- April 17, 2020 Budgetary Controls and Procurement
- May 1, 2020 Procurement, Faculty Funds & Receipts
- May 22, 2020 Journal Entry and Procurement
- June 4, 2020 Fiscal Year End Procedures (updated)
- Sept 3, 2020 Procurement Advanced Topics
- Oct 9, 2020 Procurement Webinar (Credit Card policy and AP process)
- Jan 29, 2021 Procurement Webinar (Purchasing & AP topics)
Web-Based Tutorials and Step by Step Guides
Category | Topic | Job Aid | Video |
---|---|---|---|
Time & Labor | Full Tutorial of entering & approving time | Video | |
Time & Labor | Time Card Entry - Student | ||
Time & Labor | Time Card Entry - Hourly Supplemental | ||
Time & Labor | Time Card Entry - Overtime, Emergency, Snow Removal | ||
Time & Labor | Time Card Approval | ||
Budget | Budget to Actuals Report | ||
Budget | Actual Expenses Report - Full COA | ||
Procurement | Fixed Asset Requisitions General Guide | N/A | |
Procurement | Update Requisition Preferences | ||
Procurement | Order by Quantity | ||
Procurement | Order by Fixed Price | ||
Procurement | Staples Punchout | ||
Procurement | Look-up Approval Workflow | ||
Procurement | Print PO | ||
Procurement | Receive by Quantity | ||
Procurement | Receive by Fixed Price | ||
Procurement | Checking Payment, Receipts & Invoicing against a PO | ||
Procurement | Modify a Requisition | ||
Procurement | Modify a PO | ||
Procurement | Duplicate a Requisition | ||
Procurement | Cancel a Requisition/PO | ||
Procurement | Cancel a Receipt | ||
Procurement | Approve a Requisition | ||
Procurement | PO Activity Report w/Project Details | ||
Procurement | Professional Services Checklist | ||
PPM - Grants | Set Grants Preferences | ||
PPM - Grants | View Full Award List | ||
PPM - Grants | Search by Project Title | ||
PPM - Grants | Budget vs Actual Dashboard - POETAF | ||
PPM - Grants | View POETAF Budget Status | ||
PPM - Grants | View Award Details | ||
PPM - Grants | POTOSSA Distribution List | ||
PPM - Grants | Update Award Details | ||
PPM - Grants | Generate Invoices | ||
PPM - Capital Projects | Create a Capital Project from Template | ||
PPM - Capital Projects | Create Baseline Budget | ||
PPM - Capital Projects | Attach Documents to Project | ||
Cash Management | Enter a Transmittal | ||
Cash Management | Look-up a Transmittal |